Lead warm-lead conversations remotely while using client respect and fast learning to support families protecting income and future.

This financial-services position is a Client Advocacy Team Lead role with remote work and structured days. You will speak with people who already expressed interest, rather than hunting strangers. Coaching supports your ramp, while training comes before performance expectations. The work centers on helping families protect income and their future.

Key Responsibilities:

- Conduct conversations with warm financial-services leads
- Follow up with clients on time
- Maintain a clean video presence
- Learn tools quickly during ramp-up
- Respect clients throughout every interaction

Requirements:

- Ability to work remotely without an office
- Commitment to on-time follow-up
- Clean video presence during conversations
- Rapid learning ability with tools
- Respectful approach to clients

Use warm-lead conversations, reliable follow-up, and client respect while developing toward financial-services leadership.

📌 Remote Client Advocacy Team Lead (Richmond)
🏢 - AO / Globe Life
📍 Richmond